Legacy Bridge, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.

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Quarter-by-quarter ownership
Legacy Bridge, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,223
-3.9%
500.0%0.00%0.0%
Q2 2023$3,355
+2.3%
500.0%0.00%0.0%
Q1 2023$3,279
-0.7%
500.0%0.00%0.0%
Q4 2022$3,301
+10.0%
500.0%0.00%0.0%
Q3 2022$3,0000.0%500.0%0.00%0.0%
Q2 2022$3,000
-25.0%
500.0%0.00%0.0%
Q1 2022$4,0000.0%500.0%0.00%0.0%
Q4 2021$4,000
+33.3%
500.0%0.00%0.0%
Q3 2021$3,0000.0%500.0%0.00%0.0%
Q2 2021$3,0000.0%500.0%0.00%0.0%
Q1 2021$3,0000.0%500.0%0.00%0.0%
Q4 2020$3,0000.0%500.0%0.00%
-33.3%
Q3 2020$3,0000.0%500.0%0.00%0.0%
Q2 2020$3,000
+50.0%
500.0%0.00%0.0%
Q1 2020$2,000
-33.3%
500.0%0.00%
+50.0%
Q4 2019$3,0000.0%500.0%0.00%
-33.3%
Q3 2019$3,0000.0%500.0%0.00%0.0%
Q2 2019$3,0000.0%500.0%0.00%0.0%
Q1 2019$3,000
+50.0%
500.0%0.00%
+50.0%
Q4 2018$2,000–50–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2018
NameSharesValueWeighting ↓
GILL CAPITAL PARTNERS, LLC 118,083$8,277,6423.49%
Marotta Asset Management 8,179$573,3480.12%
CGN Advisors LLC 12,389$868,4690.12%
Pure Financial Advisors, LLC 30,761$2,156,3720.07%
MASSMUTUAL TRUST CO FSB/ADV 11,112$778,9510.03%
Anchor Investment Management, LLC 2,610$182,9810.02%
Bartlett & Co. LLC 12,247$8600.01%
Apella Capital, LLC 3,008$209,4770.01%
Versant Capital Management, Inc 511$35,8210.01%
BALDWIN BROTHERS LLC/MA 1,279$89,6580.01%
View complete list of SCHWAB STRATEGIC TR shareholders